Jobs and Careers

Associate, Internal Wholesaler

New York City, United Statesfull_timeVerifiedPosted 8 Aug 2025

💰 $63,500/yr($52,000/yr – $63,500/yr)

About the role

Internal Investment Consultant, Associate

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

About BNY Investments:

BNY Investments is a leading investment manager, with $2 trillion* in assets under management as of March 31, 2025. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY.

BNY Investments is a division of BNY, which has $52.1 trillion in assets under custody and/or administration as of December 31, 2024. BNY can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bny.com. Follow us on Twitter @BNY or visit our newsroom at www.bny.com/newsroom for the latest company news.

We’re seeking an Internal Investment Consultant at Associate level to join our North American Distribution Channel within our Investments. This role is located in our New York office and is a hybrid working position.

The Internal Investment Consultant serves in a consultative role to clients and prospects, helping them to achieve their short and long-term strategic objectives through the firm’s investment solutions. Our clients are financial advisors at broker dealers and independent broker dealers inside the United States.

In this role, you’ll make an impact in the following ways:

Working both independently and as a team to identify, evaluate and pursue new business opportunities and protect / grow existing client relationships within North American Distribution channel.
Driving revenue in BNY investment vehicles alongside external investment consultant in a geographic territory.
Conducting consultative, relationship-building sales outreach via phone, email and virtual engagements with financial advisors and other licensed professionals to educate them on BNY investment vehicles.
Developing sound sales process and strategy that’s focused on servicing existing clients, uncovering opportunities via prospecting, and revenue generating activities.
Ensuring that you and your sales partner are creating awareness of BNY’s investment solutions, value add, and partnership capabilities inside your territory.
Generating hypothetical/proposals for advisors inside Morningstar, Zephyr, and Pinpoint to position BNY Mutual Funds, ETFs and SMAs.
Developing relationships with internal business partners to support your sales effort.

To be successful in this role, we’re seeking the following:

FINRA Series 7 and Series 63 (or Series 66) required.
Bachelor’s degree required – Finance/Business/Economics preferred.
Understanding of financial/capital markets; mutual funds, ETFs and SMAs knowledge is a plus
Excellent and proven presentation, organization, and time management skills.
Coachable, adaptable, creative, and desire to be a part of a team with common interests in financial markets.
Ability to work independently and as a teammate in a fast-paced, collaborative, sales-driven environment.
Ability to consistently have high volume of proactive phone and email activity.

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn

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